Stefan Jackson, financial advisor Plano TX
89 score

Stefan Jackson

CRD Number: 6274976
Current Firm: Valic Financial Advisors, Inc.

Stefan Jackson (CRD# 6274976) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Plano, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Plano, TX Jan 2014 - Current 2
The Village Church Fort Worth, TX Aug 2013 - Jul 2014 < 1
Southwestern Baptist Theological Seminary Fort Worth, TX Aug 2013 - Dec 2013 < 1
The Tavern Fort Worth, TX Jun 2013 - Jul 2013 < 1
Southwestern Baptist Theological Seminary Fort Worth, TX Jan 2013 - Jun 2013 < 1
Southwestern Baptist Theological Seminary Fort Worth, TX Aug 2012 - Dec 2012 < 1
Mckinney Memorial Bible Church Fort Worth, TX Jul 2012 - Dec 2012 < 1
Southwestern Baptist Theological Seminary Fort Worth, TX Aug 2011 - Jul 2012 < 1
The Tavern Fort Worth, TX Jun 2011 - Apr 2012 < 1
Southwestern Baptist Theological Seminary Fort Worth, TX Aug 2010 - May 2011 < 1
Stone Pine Accounting Services, LLC Denver, CO Dec 2009 - Aug 2010 < 1
University Of Colorado Boulder, CO Aug 2009 - Dec 2009 < 1
University Of Colorado Boulder, CO Aug 2008 - Jun 2009 < 1
Stone Pine Accounting Services, LLC Denver, CO Jun 2008 - Aug 2008 < 1
University Of Colorado Boulder, CO Aug 2007 - May 2008 < 1
Stone Pine Accounting Services, LLC Denver, CO Jun 2007 - Aug 2007 < 1
University Of Colorado Boulder, CO Aug 2006 - May 2007 < 1
Valley Country Club Centennial, CO Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Stefan Jackson
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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